See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,351 | $94,625+81.1% | $116,228+47.4% | $84,808+102.0% |
| Participation rate | 43.1% | 70.4%-27.4pp | 74.6%-31.5pp | 68.3%-25.3pp |
| Annual return | 11.57% | 20.40%-8.8pp | 90.06%-78.5pp | 40.90%-29.3pp |
| Employer contribution / active EE | $725 | $2,347-69.1% | $2,994-75.8% | $2,631-72.4% |
| Participant deferral / active EE | $2,315 | $3,972-41.7% | $4,953-53.3% | $4,212-45.0% |
| Admin fee / account holder | $2,093 | $10,091-79.3% | $11,989-82.5% | $7,344-71.5% |